Sentences with phrase «yearly returns fell»
Shifting 40 % of the portfolio into bonds reduced portfolio standard deviation from 16.57 % to 11.49 %.4 Portfolio risk declined by 30 % and yearly returns fell into a tighter range between -13 % and +33 %.
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Shifting 40 % of the portfolio into bonds reduced portfolio standard deviation from 16.57 % to 11.49 %.4 Portfolio risk declined by 30 % and yearly returns fell into a tighter range between -13 % and +33 %.
Not exact matches
The yearly return from a US bond (safe) will fall within 8.3 percentage points above and below the average 4.8 % return, 2/3 of the time.
The yearly return from a US stock (risky) will fall within 19.9 percentage points above and below the average 10.1 % return, 2/3 of the time.
In 2017, those reporting at least $ 214,000 in yearly income on an individual tax return (or $ 428,000 on a joint tax return) fell into the bracket paying the highest monthly Part B premium of $ 428.60.